MFG Wealth Management’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

MFG Wealth Management’s Portfolio SCHR Stock Details SCHR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.55M	Buy	65,606 +3,125	+5%	+$75.9K	1.13%	47
2026 Q2	$1.54M	Buy	62,481 +2,240	+4%	+$55.4K	1.1%	48
2026 Q1	$1.5M	Buy	60,241 +3,646	+6%	+$91.4K	1.24%	42
2025 Q4	$1.42M	Sell	56,595 -55	-0.1%	-$1.38K	1.11%	45
2025 Q3	$1.42M	Buy	+56,650	New	+$1.42M	1.08%	50

Other funds holding SCHR

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return

Cornerstone Wealth Advisors Edina, Minnesota $477M AUM 8.54% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Crane Advisory Fullerton, California $707M AUM 7.64% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Resonant Capital Advisors Madison, Wisconsin $2.08B AUM 15.65% 1-Year Est. Return

High Probability Advisors Pittsford, New York $892M AUM 11.11% 1-Year Est. Return

Beacon Wealthcare LLC Raleigh, North Carolina $315M AUM 8.23% 1-Year Est. Return

MFG Wealth Management's SCHR Position: Q3 2026 in Review

MFG Wealth Management increased its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 5% in Q3 2026, buying an estimated $75.9K and bringing the position to 65,606 shares worth $1.55M. The position accounts for 1.13% of the portfolio, ranked #47.

MFG Wealth Management first reported a position in SCHR in Q3 2025 and has held it in 5 quarters since. 126 funds tracked by Wall St. Rank hold SCHR as of Q3 2026.

MFG Wealth Management held 65,606 shares of Schwab Intermediately-Term US Treasury ETF worth $1.55M as of Q3 2026.
MFG Wealth Management bought 3,125 Schwab Intermediately-Term US Treasury ETF shares in Q3 2026, an estimated $75.9K.
Schwab Intermediately-Term US Treasury ETF made up 1.13% of MFG Wealth Management's portfolio in Q3 2026, its #47 holding.
MFG Wealth Management first reported a position in Schwab Intermediately-Term US Treasury ETF in Q3 2025 and has held it in 5 quarters since.
126 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q3 2026.

Based on MFG Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.